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Red Cedar Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Red Cedar Investment Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Sell
247,675
-119,456
-33% -$11.8M 2.32% 9
2026
Q1 		$36.4M Buy
367,131
+135,656
+59% +$13.6M 3.78% 5
2025
Q4 		$23.1M Buy
231,475
+30,992
+15% +$3.11M 2.5% 8
2025
Q3 		$20.1M Sell
200,483
-5,010
-2% -$497K 2.36% 9
2025
Q2 		$20.4M Buy
205,493
+164,645
+403% +$16.1M 2.57% 8
2025
Q1 		$4.04M Hold
40,848
– – 0.56% 29
2024
Q4 		$3.96M Hold
40,848
– – 0.5% 31
2024
Q3 		$4.14M Hold
40,848
– – 0.52% 32
2024
Q2 		$3.97M Hold
40,848
– – 0.54% 29
2024
Q1 		$4M Hold
40,848
– – 0.5% 34
2023
Q4 		$4.06M Hold
40,848
– – 0.58% 27
2023
Q3 		$3.84M Sell
40,848
-9,880
-19% -$952K 0.59% 27
2023
Q2 		$4.97M Buy
50,728
+950
+2% +$93.9K 0.76% 18
2023
Q1 		$4.96M Buy
49,778
+25
+0.1% +$2.47K 0.77% 18
2022
Q4 		$4.83M Sell
49,753
-119
-0.2% -$11.5K 0.76% 19
2022
Q3 		$4.8M Buy
49,872
+144
+0.3% +$14.6K 0.82% 18
2022
Q2 		$5.06M Buy
49,728
+720
+1% +$74K 0.83% 16
2022
Q1 		$5.25M Buy
49,008
+832
+2% +$91.6K 0.73% 19
2021
Q4 		$5.5M Hold
48,176
– – 0.66% 21
2021
Q3 		$5.53M Sell
48,176
-980
-2% -$114K 0.72% 20
2021
Q2 		$5.67M Sell
49,156
-614
-1% -$70.3K 0.75% 19
2021
Q1 		$5.67M Buy
49,770
+28,138
+130% +$3.26M 0.73% 20
2020
Q4 		$2.56M Buy
21,632
+1,010
+5% +$119K 0.38% 23
2020
Q3 		$2.44M Sell
20,622
-9,427
-31% -$1.12M 0.45% 23
2020
Q2 		$3.55M Sell
30,049
-490
-2% -$57.4K 0.83% 17
2020
Q1 		$3.52M Sell
30,539
-157,499
-84% -$17.9M 1.51% 13
2019
Q4 		$21.1M Hold
188,038
– – 5.62% 9
2019
Q3 		$21.3M Buy
188,038
+166,673
+780% +$18.7M 6.72% 7
2019
Q2 		$2.38M Sell
21,365
-39,945
-65% -$4.37M 0.87% 16
2019
Q1 		$6.64M Sell
61,310
-88,770
-59% -$9.52M 2.28% 13
2018
Q4 		$16M Sell
150,080
-230,912
-61% -$24.2M 5.53% 9
2018
Q3 		$40.2M Buy
+380,992
New +$40.4M 11.88% 2

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Red Cedar Investment Management's AGG Position: Q2 2026 in Review

Red Cedar Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 33% in Q2 2026, selling an estimated $11.8M and leaving 247,675 shares worth $24.5M. The position accounts for 2.32% of the portfolio, ranked #9.

Red Cedar Investment Management first reported a position in AGG in Q3 2018 and has held it in 32 quarters since. The position peaked at $40.2M in Q3 2018. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Red Cedar Investment Management held 247,675 shares of iShares Core US Aggregate Bond ETF worth $24.5M as of Q2 2026.
  • Red Cedar Investment Management sold 119,456 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.8M.
  • iShares Core US Aggregate Bond ETF made up 2.32% of Red Cedar Investment Management's portfolio in Q2 2026, its #9 holding.
  • Red Cedar Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Red Cedar Investment Management's iShares Core US Aggregate Bond ETF position peaked at $40.2M in Q3 2018.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.